Forward Management

Latest statistics and disclosures from Forward Management's latest quarterly 13F-HR filing:

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Positions held by Forward Management consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Forward Management

Companies in the Forward Management portfolio as of the March 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr S&p 500 Etf Tr Tr Unit (SPY) 45.8 $226M -8% 571k 396.33
Ishares Tr 1 3 Yr Treas Bd (SHY) 41.7 $206M +50% 2.4M 86.25
Chatham Lodging Trust (CLDT) 2.1 $11M 801k 13.16
Clipper Realty Inc Reit equities - reit (CLPR) 1.6 $8.0M 1.0M 7.92
Stag Industrial (STAG) 1.4 $7.1M 210k 33.61
Netstreit Corp (NTST) 1.3 $6.5M 350k 18.49
Boston Properties (BXP) 1.1 $5.2M 52k 101.26
Sabra Health Care REIT (SBRA) 1.0 $4.7M -33% 272k 17.36
Mack-Cali Realty (CLI) 0.8 $3.8M 248k 15.48
Wp Carey (WPC) 0.6 $3.2M NEW 45k 70.76
Crown Castle Intl (CCI) 0.5 $2.2M NEW 13k 172.15
Digital Realty Trust (DLR) 0.4 $2.1M NEW 15k 140.87
CoreSite Realty (COR) 0.4 $1.8M NEW 15k 119.87
Udr (UDR) 0.3 $1.3M NEW 30k 43.87

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AvalonBay Communities (AVB) 0.2 $756k 4.1k 184.39
Sl Green Realty (SLG) 0.1 $741k NEW 11k 69.99
Alexandria Real Estate Equities (ARE) 0.1 $739k 4.5k 164.22
Federal Rlty Invt Tr Sh Ben Int New (FRT) 0.1 $730k 7.2k 101.39
Retail Opportunity Investments (ROIC) 0.1 $667k 42k 15.88
American Assets Trust Inc reit (AAT) 0.1 $616k +89% 19k 32.42
Equinix (EQIX) 0.1 $571k 840.00 679.76
Physicians Realty Trust (DOC) 0.1 $333k NEW 19k 17.67
Ventas (VTR) 0.1 $304k 5.7k 53.33

Past Filings by Forward Management

SEC 13F filings are viewable for Forward Management going back to 2011

View all past filings